+237.3%
AMKR vs CSGP
+72.5%
+164.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.3% | +4.4% | +5.9% |
| 7D | -5.3% | -1.8% | -3.5% | -4.9% |
| 30D | -28.7% | +5.3% | -34.0% | -31.8% |
| 3M | -36.6% | +3.3% | -39.9% | -39.9% |
| 6M | -54.2% | -4.7% | -49.5% | -56.7% |
| YTD | -10.9% | -53.5% | +42.6% | +16.3% |
| 1Y | +1.3% | -53.7% | +55.1% | +32.2% |
| 3Y | +60.0% | -59.7% | +119.8% | +119.0% |
| 5Y | +59.3% | -62.5% | +121.7% | +119.0% |
| 10Y | +237.3% | +67.3% | +170.0% | +80.7% |
| All | +237.3% | +72.5% | +164.7% | +80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CSGP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling